BRAVE WARRIOR ADVISORS, LLC

Adviser information for BRAVE WARRIOR ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 284 $5.2B
Non-Discretionary 0 $0
Total 284 $5.2B

Clients

Type Number RAUM
Individuals 14 $5.8M
HNW Individuals 83 $3.6B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 4 $227.5M
Pension and profit sharing plans <5 $20.3M
Charitable organizations 8 $1.2B
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $178.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 5

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-29459
SEC ERA File Number 801-29459
SEC CIK Numbers 1553733
SEC CRD Numbers 108894
Legal Entity Identifier 254900M28H0B9PL37G89

Principal Office

12 EAST 49TH STREET
24TH FL.
NEW YORK
NY
United States
Monday - Friday, 8AM - 5PM
Tel: 212-421-9760, Fax: 212-421-9826

Chief Compliance Officer

DONNA M. MARTEL-DOWNING
CHIEF COMPLIANCE OFFICER
12 EAST 49TH STREET
24TH FL.
NEW YORK
NY
United States
Tel: 212-421-9760
Fax: 212-421-9826
(Full email address available in API data)

Regulatory Contact

GLENN H. GREENBERG
MANAGING DIRECTOR
12 EAST 49TH STREET
24TH FL.
NEW YORK
NY
United States
Tel: 212-421-9760
Fax: 212-421-9826
(Full email address available in API data)

Industry Affiliates

BRAVE WARRIOR GP, LLC Sponsor, GP, manager of pooled investment vehicles
DONNA M. MARTEL-DOWNING Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BRAVE WARRIOR RANGER ACCREDITED LP Hedge Fund $32.7M $5.0M 22
BRAVE WARRIOR RANGER FUND (BVI) LTD Hedge Fund $79.8M $5.0M 26
BRAVE WARRIOR RANGER FUND, LP Hedge Fund $80.4M $5.0M 46
BRAVE WARRIOR RANGER QUALIFIED LP Hedge Fund $34.6M $5.0M 19

Control Persons

Name Type Entity Title Since Ownership
GREENBERG, GLENN, HANK Individual PRINCIPAL 01/2010 < 5%
BRAVE WARRIOR CAPITAL, INC. Domestic Entity MANAGING MEMBER 01/2010 > 75%
GREENBERG, GLENN, HANK Individual BRAVE WARRIOR CAPITAL, INC. SHAREHOLDER 01/2010 > 75%
MARTEL-DOWNING, DONNA, M. Individual CHIEF COMPLIANCE OFFICER 03/2015 < 5%

No. Employees, Historic

10502020202120222023202420256 on 3/27/20206 on 6/26/20206 on 3/31/20216 on 4/15/20216 on 6/16/20216 on 3/30/20226 on 3/30/20236 on 3/29/2024

RAUM, Historic

6B3B02020202120222023202420253057800000 on 3/27/20203057800000 on 6/26/20203634400000 on 3/31/20213802300000 on 4/15/20213802300000 on 6/16/20214406100000 on 3/30/20223933297242 on 3/30/20235235785937 on 3/29/2024

No. Clients, Historic

2001000202020212022202320242025111 on 3/27/2020111 on 6/26/2020115 on 3/31/2021113 on 4/15/2021113 on 6/16/2021111 on 3/30/2022110 on 3/30/2023115 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 4M 22K
ALPHABET INC CAP STK CL C 695K 4K
AMAZON COM INC COM 425K 2K
ANTERO MIDSTREAM CORP COM 31M 2M
APOLLO GLOBAL MGMT INC COM 446M 4M
APPLIED MATLS INC COM 227K 961
AUTONATION INC COM 156M 979K
BANK AMERICA CORP COM 896K 23K
COMCAST CORP NEW CL A 1M 31K
D R HORTON INC COM 114M 806K
DISCOVER FINL SVCS COM 453M 3M
ELEVANCE HEALTH INC COM 885M 2M
F&G ANNUITIES & LIFE INC COMMON STOCK 230M 6M
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 364M 7M
HCA HEALTHCARE INC COM 1M 4K
JPMORGAN CHASE & CO. COM 1M 6K
LENNAR CORP CL A 238M 2M
LITHIA MTRS INC COM 216M 855K
MARRIOTT INTL INC NEW CL A 289K 1K
MICROSOFT CORP COM 235K 525
MPLX LP COM UNIT REP LTD 180M 4M
ONEMAIN HLDGS INC COM 353M 7M
PRIMERICA INC COM 447M 2M
PROGRESSIVE CORP COM 363K 2K
RYANAIR HOLDINGS PLC SPONSORED ADS 6M 50K
TD SYNNEX CORPORATION COM 383M 3M
UNITEDHEALTH GROUP INC COM 311K 610